JEPSON ALUMNI CENTER: Registration/Networking from 3:30 pm followed by presentations from 4:00 pm - 6:00 pm
REGISTER
Register by Monday April 27th
4:00 PM
Topic: The Family Dynamics of Intergenerational Wealth Transfer
Speaker: Emily Barczak
Insights leader on the U.S. Intermediaries Advisor Engagement team
T. RowePrice
1 CFP CE Credit Approved
5:00 PM
Topic: Opportunities in Private Credit
Speaker: Art Seals
Director of Capital Formation,
ABCarVal
1 CFP CE Credit Pending Approval